Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc1,233,705,724,12Notation au 31/05/2025 : 49 / 10027/06/25
Carmignac Pf Flexible Bond A EUR Acc3,626,0219,8111,90Notation au 31/05/2025 : 79 / 10030/06/25
Carmignac Patrimoine E EUR Acc6,055,6218,8113,37Notation au 31/05/2025 : 72 / 10027/06/25
Invesco Global Flex Bond E Acc EUR-8,21-2,876,374,79Notation au 31/05/2025 : 59 / 10030/06/25
Sistema Anima Europa A8,084,6428,4648,11Notation au 31/05/2025 : 69 / 10030/06/25
Franklin Diversified Dynamic N Acc EUR-3,120,9817,0436,86Notation au 31/05/2025 : 58 / 10030/06/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,272,892,62-4,90Notation au 31/05/2025 : 19 / 10030/06/25
SISF US Large Cap A Acc USD-2,046,9654,48118,32Notation au 31/05/2025 : 90 / 10030/06/25
Invesco Euro Ultra-Short Term Debt E Acc1,273,258,406,37Notation au 31/05/2025 : 49 / 10030/06/25
Carmignac Court Terme A EUR Acc1,082,698,217,01Notation au 31/05/2025 : 75 / 10030/06/25
DNCA Invest Eurose B EUR5,918,0020,8028,66Notation au 31/05/2025 : 74 / 10030/06/25
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



giovedì 3 luglio 2025
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